Cyndeo Wealth Partners »

H & Q Healthcare Fund equities shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of H & Q Healthcare Fund equities (HQH) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in H & Q Healthcare Fund equities

Tip: Access up to 7 years of quarterly data

All positions including H & Q Healthcare Fund equities held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in H & Q Healthcare Fund equities by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $707k 38k 18.46
2025-06-30 $593k 38k 15.49
2025-03-31 $622k 38k 16.24
2024-12-31 $615k 38k 16.05
2024-09-30 $1.2M 64k 18.62
2024-06-30 $1.1M 64k 17.46
2024-03-31 $1.1M 64k 16.86
2023-12-31 $1.1M 64k 16.57
2023-09-30 $994k 64k 15.55
2023-06-30 $1.1M 64k 17.05
2023-03-31 $1.1M 64k 17.65
2022-12-31 $1.2M 64k 18.00

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Meta Platforms Cl A (META)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl A (GOOGL)
Abbott Laboratories (ABT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Vanguard Index Fds Small Cp Etf (VB)
First Tr Exchange-traded Core Investment (FTCB)

View all positions for Cyndeo Wealth Partners

Top funds holding H & Q Healthcare Fund equities

Morgan Stanley
Penserra Capital Management
Raymond James Financial
Royal Bank of Canada
Ameriprise Financial
LPL Financial
Advisors Asset Management
Needham Investment Management
WNY Asset Management
Janney Montgomery Scott
UBS Group
NWF Advisory Services
Advisor Group Holdings
Oppenheimer & Co
Smith Asset Management

View all funds holding H & Q Healthcare Fund equities